Barclays PLC Managed Portfolio Ser Tortoise Transaction History

Barclays PLC

$327 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$21.34 - $23.93 $8,215 - $9,213	-385 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$20.88 - $22.86 $5,658 - $6,195	271 Added 237.72%	385 $8,000
Q2 2021 Aug 13, 2021	BUY	$20.36 - $23.9 $2,321 - $2,724	114 New	114 $3,000

Others Institutions Holding TPYP

# of Institutions

110

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.09M
Shares

$96.6 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$63.6 Million
3.87% of portfolio
Magnus Financial Group LLC New York, NY

805K
Shares

$25.2 Million
2.63% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

764K
Shares

$23.9 Million
2.72% of portfolio
Foster & Motley Inc Cincinnati, OH

707K
Shares

$22.1 Million
1.4% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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